Cross-Border Wealth Manager — Client Portfolio

Responsibilities Report to Board/Management Team, aligning strategies with Hong Kong's regulatory framework (SFC compliance) while ensuring seamless communication with Mainland Chinese clients through fluent Mandarin Oversee family office operations and financial services, integrating cross-border wealth management solutions for HNWIs Monitor global virtual...

A leading commercial bank in Hong Kong is seeking a Senior/Relationship Manager, Cross Border, to enhance relationships within the high net worth market. The ideal candidate will have at least 5 years of sales experience in consumer banking along with qualifications in IIQE/HKSI. Fluency in English, Cantonese, and Putonghua is essential. Responsibilities...

Manage and develop wealth management individual clients' portfolio Cross-selling and prospecting of business for wealth management's individual clients. Provide updated market information to clients Co-ordinate the business development or promotional projects as assigned. Requirements: At least 3 years' working experience in financial industry. Experience in...

A leading financial technology firm in Hong Kong seeks a member of the Wealth Management Product team. The role involves product feature development, daily operations management, and supporting cross-border business initiatives. Candidates with a Bachelor's degree in relevant fields and logical thinking skills will thrive here. Fluency in both English and...

A business consulting and services firm in Hong Kong is seeking a Director to oversee finance and sales functions, focusing on business growth in the Greater China region. The role involves aligning strategies with regulatory compliance while communicating effectively with stakeholders. Ideal candidates should have a strong background in cross-border wealth...

Relationship Manager – Chinese Clients (ARK Hong Kong / Noah Holdings) Location: Hong Kong SAR Employment Type: Full-time, On-site Company Overview ARK Hong Kong operates under Noah Holdings Limited (“Noah”), a leading independent wealth management and asset management group listed on both the Hong Kong Stock Exchange (6686.HK) and the New York Stock...

A leading financial services provider in Hong Kong seeks a (Senior) Relationship Manager for Wealth Management. The role includes providing tailored wealth management solutions, managing client portfolios, and identifying growth opportunities. Candidates should possess a degree in a business-related field and have at least 2 years of experience in the...

A premier wealth management firm in Hong Kong is seeking experienced Relationship Managers with a portable client book. The role focuses on acquiring high-net-worth clients, providing tailored wealth advisory services, and ensuring compliance with regulations. Candidates must hold active SFC licenses and have a track record of client acquisition in wealth...

Join AlA Hong Kong – Build Your Wealth & Team Across Greater China! Calling all ambitious graduates and top‑tier talents! AlA Hong Kong, Asia's premier insurance and wealth management leader, is expanding its Premier Advisor Program to capture booming opportunities in Mainland China and the broader Asian market. This is your chance to grow with us! Why...

Job Duties Possess team management experience and lead the team to achieve sales targets. Responsible for the company’s overall sales operations, covering businesses related to Type 1, 6, and 9 licenses; proactively develop institutional clients, explore project opportunities, deepen institutional cooperation channels, and expand cross‑border financial...